Stiles Financial Services Inc

Position in NVS — Novartis AG

CIK 1904832 EDINA, MN

Position in NVS

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$270,968

+$6,864 QoQ

Shares Held

1,729

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,181

of 1,603 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Stiles Financial Services Inc holds $4,043,886 across 5 Drug Manufacturers - General names. NVS ranks #5 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	1,811	$2,172,167
2	ABBV	AbbVie Inc.	2,833	$712,896
3	NVO	Novo Nordisk A S	9,530	$456,868
4	JNJ	Johnson & Johnson	1,697	$430,987
5	NVS	Novartis AG This page	1,729	$270,968

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,968	1,729	0.0%	Shares	Sole	2026-08-12
2026-03-31	$264,104	1,729	-19.1%	Shares	Sole	2026-04-30
2025-12-31	$294,628	2,137	-21.2%	Shares	Sole	2026-02-03
2025-09-30	$347,915	2,713	-16.4%	Shares	Sole	2025-10-30
2025-06-30	$392,919	3,247	+1.6%	Shares	Sole	2025-07-24
2025-03-31	$356,290	3,196	-1.6%	Shares	Sole	2025-04-22
2024-12-31	$316,160	3,249	0.0%	Shares	Sole	2025-01-28
2024-09-30	$373,699	3,249	0.0%	Shares	Sole	2024-10-31
2024-06-30	$345,888	3,249	+1.4%	Shares	Sole	2024-08-01
2024-03-31	$309,826	3,203	+18.5%	Shares	Sole	2024-04-30
2023-12-31	$272,921	2,703	-10.1%	Shares	Sole	2024-01-26
2023-09-30	$306,191	3,006	0.0%	Shares	Sole	2023-11-08
2023-06-30	$303,335	3,006	+1.5%	Shares	Sole	2023-07-21
2023-03-31	$272,412	2,961	+1.7%	Shares	Sole	2023-05-11
2022-12-31	$264,085	2,911	0.0%	Shares	Sole	2023-01-27
2022-09-30	$221,265	2,911	+8.6%	Shares	Sole	2022-11-02
2022-06-30	$226,624	2,681	-0.7%	Shares	Sole	2022-07-26
2022-03-31	$236,925	2,700	+3.6%	Shares	Sole	2022-05-06
2021-12-31	$228,034	2,607	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.